Catie M. Stewart, CFP®, MBA
My NET WORTHWHILE™ is to help educate others to make well informed financial decisions that help them reach their goals.
Catie identifies and delivers clients’ needs through a holistic approach to their total wealth, life goals and objectives. She was inspired to pursue her career path by an interest in overall financial wellness and the ability to empower others to make sound financial decisions.
Catie is well versed in executive compensation and in addition, has a background in tax and estate planning. Prior to joining SignatureFD, Catie worked as a financial planner at Ayco | A Goldman Sachs Company, where she worked primarily with executives and high net worth individuals to develop a financial plan tailored to their specific needs. During her time there, she also worked in the training and career development of financial planners.
Catie received a bachelor’s degree in Financial Planning from the University of Georgia and an MBA from Kennesaw State University. She is a CERTIFIED FINANCIAL PLANNERTM. Catie is a member of the Financial Planning Association and serves on the University of Georgia Financial Planning Alumni Advisory Board.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.